VINCENT C. LUCAS, C.P.A., P.C.

Overview

Vincent C. Lucas, C.P.A., P.C. operates as a small, fee-based advisory practice that blends accounting and insurance brokerage with portfolio management for individuals and small businesses. The firm’s client base is focused on individual and family clients rather than institutional mandates. Advisory relationships are charged on a percentage-of-AUM basis and the firm is not positioned as a capital allocator or pension consultant. The filing indicates the firm does not pursue active ESG strategies and is not structured as a multi-state adviser. The firm’s combination of certified public accounting and insurance brokerage services suggests its advice is tax-aware and oriented toward holistic household financial needs — bookkeeping, tax planning, insurance placement and discretionary investment management. That structure typically favors conservative, liquidity-minded allocations and individualized planning for a limited client roster.

Assets & Accounts

Location & Offices